See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,107 | $51,175-11.9% | $70,515-36.0% | $75,163-40.0% |
| Participation rate | 72.0% | 60.9%+11.1pp | 68.3%+3.7pp | 67.2%+4.8pp |
| Annual return | 15.75% | 30.02%-14.3pp | 32.77%-17.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,211 | $1,826-33.7% | $2,973-59.3% | $2,670-54.7% |
| Participant deferral / active EE | $5,263 | $2,849+84.7% | $4,567+15.2% | $4,125+27.6% |
| Admin fee / account holder | $6,156 | $4,091+50.5% | $6,412-4.0% | $5,651+8.9% |